+10.3%
CCI vs IBN
+56.7%
-46.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.8% |
| 7D | -1.4% | +5.7% | -7.1% | -2.1% |
| 30D | +12.7% | +20.5% | -7.8% | +9.8% |
| 3M | +23.0% | +15.2% | +7.8% | +20.5% |
| 6M | +0.6% | +34.5% | -33.9% | -3.9% |
| YTD | +4.9% | +16.4% | -11.5% | +2.3% |
| 1Y | +0.7% | +13.5% | -12.9% | -1.4% |
| All | +10.3% | +56.7% | -46.4% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IBN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling